|
| Morningstar Return Rating: | Average | | Year to Date Return: | 9.47% | | 5-Year Average Return: | -0.56% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 8.00% | |
Worst 1-Yr Total Return (2008): | -26.79% | |
Best 3-Yr Total Return (2004-6): | 6.30% | |
Worst 3-Yr Total Return (2006-8): | -6.52% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | ARMSX | Category | Diff | Index* | Diff | | Year To Date | 9.47 | 24.15 | -14.68 | 17.05 | -7.58 | | 1-Month | -1.27 | -2.25 | 0.98 | -1.86 | 0.59 | | 3-Month | 4.12 | 4.52 | -0.4 | 5.48 | -1.36 | | 1-Year | 3.08 | 15.35 | -12.27 | 9.80 | -6.72 | | 3-Year | -5.32 | -4.95 | -0.37 | -7.02 | 1.7 | | 5-Year | -0.56 | 0.99 | -1.55 | 0.33 | -0.89 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 23.60 | 42.81 | -19.21 | 45.76 | -22.16 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -18.34 | -17.14 | -1.2 | -18.25 | -0.09 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | ARMSX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -26.79 | -40.67 | 13.88 | | 2007 | | | 4.33 | 13.35 | -9.02 | | 2006 | | | 6.95 | 7.05 | -0.10 | | 2005 | | | 3.99 | 6.71 | -2.72 | | 2004 | | | 8.00 | 7.81 | 0.19 | | 2003 | | | 17.87 | 28.66 | -10.79 | | 2002 | | | -16.94 | -27.64 | 10.70 | | 2001 | | | -8.40 | -22.30 | 13.90 | | 2000 | | | 5.08 | -13.05 | 18.13 | | 1999 | | | 19.14 | 38.87 | -19.73 |
|
| PAST QUARTERLY RETURNS (%) FOR
ARMSX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -6.08 | 8.22 | 9.09 | N/A | | 2008 | -4.77 | 0.68 | -7.43 | -17.51 | | 2007 | -0.86 | 5.71 | 2.17 | -2.56 | | 2006 | 2.85 | -1.50 | 1.04 | 4.49 | | 2005 | -1.97 | 1.68 | 1.73 | 2.56 | | 2004 | 1.26 | 1.58 | -0.25 | 5.25 | | 2003 | -4.14 | 11.63 | 0.55 | 9.55 | | 2002 | -1.72 | -13.16 | -9.59 | 7.63 | | 2001 | -11.02 | 4.41 | -10.83 | 10.57 | | 2000 | 6.14 | 5.65 | 0.51 | -6.78 | | 1999 | N/A | N/A | N/A | 19.05 |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 1747 | 1802 | 96.95 | | 1-Month | 850 | 1890 | 44.97 | | 3-Month | 1450 | 1884 | 76.96 | | 6-Month | 1808 | 1827 | 98.96 | | 1-Year | 1469 | 1797 | 81.75 | | 3-Year | 802 | 1518 | 52.83 | | 5-Year | 841 | 1251 | 67.23 |
|
|
|
|
|
0.49% Nasdaq 
Performance
